vs Pipedrive: Which CRM Tool is Best for Your Business?

Some swear by an all-in-one workspace. Others believe in specialized tools for a single purpose.

That’s exactly what’s at play when comparing vs. Pipedrive. 

One is a powerhouse for managing projects, tasks, and workflows, while the other provides specific services for sales teams.

Both boost productivity, but they do it in different ways. So, which one aligns with how you work?

Let’s find out! 💪 

What Is ?

is the everything app for work that combines project management, knowledge management, and chat—all powered by AI that helps you work faster and smarter.

One of its key strengths is customization—you can adjust views, automate routine tasks, and integrate with over 1,000 other tools. Plus, with apps for desktop, mobile, and web, you can stay connected no matter where you’re working.

Whether you need a simple task manager or an advanced project hub, gives you the tools to structure your work your way.

features

When it comes to features, doesn’t hold back. Unlike other tools that focus on just one aspect of work management, brings everything—tasks, docs, goals, chats, and dashboards—under one roof.

Let’s take a closer look at its features. 👀

Feature #1: CRM project management

CRM Project Management Software provides a unified platform that blends customer relationship management with robust project management capabilities. This ensures that teams manage client interactions, track sales pipelines, and oversee project deliverables on time.

Here’s how you can use the collaborative CRM software:

Docs

Docs acts as your CRM project management command center.

Let’s say your sales team is working on a major deal. They can draft a proposal in Docs, tag teammates for input, and embed tasks to track follow-ups.

When the deal closes, customer success doesn’t have to dig through emails or outdated notes—everything they need is already linked in the CRM database. They can access the client’s history, review past conversations, and continue the relationship without missing a step.

Beyond proposals, Docs lets you build dynamic user personas, attach key documents to support tickets, and add checklists to ensure every interaction is logged.

Real-time collaboration, version history, comments, and integrations with Google Docs make it easy to keep everyone on the same page.

Brain

Brain is an AI-powered assistant within that instantly pulls key customer details, deal progress, and past interactions anytime you need them. It gives you real-time insights, automatically summarizes conversations, surfaces relevant documents, and even suggests next steps.

Suppose a customer submits a request about a delayed order. Brain instantly retrieves past interactions, links the request to the right task, and shares a templated response.

Need a deal summary before your next sales meeting? Brain auto-generates a concise update, referring to relevant emails, task notes, and team discussions for accuracy.

Feature #2: Customer service project management

Managing customer service projects can feel like juggling a hundred tasks at once—tracking tickets, resolving issues, and collaborating with different teams, all without missing anything. That’s where the Customer Service Project Management Software comes in.

Let’s say a customer reports a technical issue. Instead of losing it in an endless chat thread, a support rep creates a Task, assigns it to the right team member, and sets a due date.

Thanks to Chat, the entire conversation stays linked to the Task.

Chat

Chat takes the chaos out of customer management strategies, bringing conversations, tasks, and workflows into one seamless platform. No more jumping between emails, Slack, and ticketing systems—everything happens within .

For instance, a support team handling high-priority customer issues uses Chat to organize everything. Here’s how:

• Identify critical customer problems in group chats and convert them into actionable tasks without losing context with AI-powered task creation
• Keep discussions, updates, and decisions in one place by attaching chat threads to tasks
• Use Brain to generate instant conversation summaries so managers can review key details 
• Connect chats to customer service projects, linking tasks, SLAs, and resolutions for seamless accountability
• Get up to speed on missed discussions with the AI-powered Catch Me Up feature

Feature #3: Sales project management 

Sales Project Management Software

The Sales Project Management Software offers everything a sales team can hope for. It consolidates lead tracking, customer onboarding, and deal collaboration into a single platform.

Let’s say you’re a sales manager overseeing a team closing deals for a SaaS company.

You can create a custom sales pipeline using Board View, where each column represents a stage. It’s also convenient to:

• Set up workflows where when a deal moves up the ladder, a follow-up task is automatically assigned in three days using Automations
• Organize deals with Custom Fields in Tasks for deal value, close probability, and expected close date
• Collaborate in real time using Assign Comments and attach contracts and @mention teammates for approvals directly within each deal task
• Monitor performance with Dashboards and visualize sales targets, revenue forecasts, and deal progress with real-time updates

also offers excellent ready-to-use CRM templates for sales teams. Here’s one of the best:

CRM Template

We get it—managing leads, tracking deals, and maintaining customer relationships can feel overwhelming. The CRM Template is the ultimate solution for streamlining sales without switching between multiple tools.

It’s highly customizable and adapts to your sales process, whether you’re a solo entrepreneur nurturing leads or a growing sales team managing a high-volume pipeline. This template keeps everything organized, connected, and efficient—all while combining CRM and project management.

pricing

• Free forever
• Unlimited: $7/month per user
• Business: $12/month per user
• Enterprise: Contact for pricing
• Brain: Add to any paid plan for $7/month per user

What Is Pipedrive?

Pipedrive is a sales-focused CRM designed to help teams manage their pipeline more effectively. It provides a visual sales process, allowing users to track deals from initial contact to closing. With its deal-driven approach, you can customize pipeline stages to match your unique customer journey, ensuring no opportunity gets missed.

It also offers analytics and reporting tools to support customer segmentation, analyze conversion rates, and monitor deal progress, helping businesses refine their sales strategies. Designed for small to mid-sized teams, it’s an intuitive and cost-effective solution for sales teams.

Pipedrive features

Pipedrive is built with sales teams in mind, offering features that simplify deal tracking, automate tasks, and provide insights to build successful CRM strategies.

Let’s look at some of its key features. 📔

Feature #1: Customizable sales pipeline

Pipedrive’s visual sales pipeline gives you a clear, kanban-style overview of where each deal stands. You can customize the pipeline to match your sales process, add unique deal stages, and track progress at a glance.

For instance, a sales manager can set up deal stages like ‘Qualified Lead’ and ‘Negotiation’ to track daily progress and identify bottlenecks before they impact revenue. 

Feature #2: Lead management and collaboration tools

Not all leads are worth chasing. Pipedrive scores and categorizes leads, helping you focus on high-value opportunities. Plus, web forms capture new leads directly from your website, automatically adding them to your pipeline.

It also pulls in data from LinkedIn and other sources, giving you richer insights before every conversation.

Feature #3: Automation and reporting

Repetitive tasks shouldn’t eat up your day. Pipedrive’s AI sales assistant automates follow-up emails, task assignments, and deal updates, so you can focus on closing deals instead of updating spreadsheets.

Pipedrive also helps you predict sales. Customizable reports provide insights into deal conversion rates, sales team performance, and future revenue trends.

Pipedrive pricing 

• Essential: $19/month per user
• Advanced: $34/month per user 
• Professional: $64/month per user
• Power: $74/month per user
• Enterprise: $99/month per user

vs. Pipedrive: Features Compared

or Pipedrive—which one is right for you?

It all depends on what you need. Are you looking to streamline your sales pipeline and close teams, or do you need a flexible workspace for everything?

Both tools bring powerful features to the table but shine in different areas. Let’s compare them to help you decide what fits your workflow best. 🎯

Criteria		Pipedrive
Purpose	Comprehensive project management and productivity tool	CRM software focused on sales pipeline management
Key strengths	Highly customizable workflows, agile project management, and real-time collaboration tools	Simplified sales process, deal tracking, and lead management
Ease of use	Moderate learning curve due to extensive features but intuitive for basic tasks	User-friendly interface with minimal setup required for CRM tasks
Customization	15+ views, including Kanban, Gantt, Calendar, Timeline, and Mind Maps for project tracking	Limited customization primarily focused on sales workflows
Collaboration	Offers real-time collaboration tools like Whiteboards, Chat, and Assign Comments	Limited collaboration features, mainly focuses on internal sales team coordination
Views	Integrates with various tools but less extensive compared to	Only pipeline views for managing deals and sales processes
Integrations	Integrates with 1,000+ applications, including Pipedrive and Google Workspace	Integrates with various tools but is less extensive compared to

Feature #1: Workflow automation

Efficiency depends on how well a platform automates repetitive tasks. Let’s see how Pipedrive and handle workflow automation.

Think of as your personal productivity assistant.

With integrated Brain, you can automate everything from task management to recurring projects, status updates, and notifications. Plus, you can create custom CRM workflows to streamline complex processes across teams.

Pipedrive

Pipedrive is ideal for sales workflow automation. It automates follow-ups, deal progression triggers, and email syncing—great for closing deals faster but not as robust for general workflow automation.

Feature #2: Reporting and analytics

Tracking performance and making data-driven decisions require strong reporting tools. Here’s how and Pipedrive compare in analytics and insights.

lets you build custom dashboards, track project progress, analyze time spent, and generate reports based on your specific needs. These dashboards can include cards such as task statuses, time tracking, and goal progress to monitor performance in real time and support better resource management.

Pipedrive

Pipedrive specializes in delivering in-depth sales analytics.

You can generate visual reports to track deals, forecast revenue, and assess individual and team sales performance, facilitating data-driven decision-making. The platform also offers customizable dashboards that present sales data through charts, graphs, and tables. 

Feature #3: Collaboration tools

Seamless teamwork relies on the right collaboration features. Let’s see how these CRM software examples support team communication and coordination.

is packed with teamwork essentials: real-time chat, comment threads, whiteboards, and document sharing. Need to manage workloads across multiple projects with many teams? has your back!

Pipedrive

Collaboration in Pipedrive is mainly sales-focused—assigning leads, tracking deals, and sharing insights within your pipeline. Great for sales, but not ideal for broader teamwork.

vs. Pipedrive on Reddit 

We took to Reddit to see what real users had to say about vs. Pipedrive and the responses didn’t disappoint. While no specific threads discuss the two platforms, here’s what users have to say about these tools. 👇

Users have been praising for its functionalities to manage everything all at once: 

’s value for money has also been appreciated by Reddit users.

On the other hand, some Reddit users praise Pipedrive,

Some users complain about the platform’s pricing,

The results are in, and we have a clear winner! emerges as the superior choice. 👑

While Pipedrive offers a user-friendly interface tailored for sales teams, it falls short in several key areas essential for comprehensive business management. Its focus on sales pipeline management limits its versatility, making it less suitable for teams requiring broader project management capabilities.

On the other hand, , the everything app for work, goes beyond CRM functionalities, offering task management, marketing automation, multiple views, and more for a holistic business solution.

Designed for scalability, grows with businesses of all sizes, making it a future-proof investment.

Sign up to for free today! ✅

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